Trusts and Tax Optimization - What Tax Collectors DON'T Want YOU to Know

Trusts are one of the commonly used vehicles for tax planning and optimization, especially among the high net worth individuals.
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But they are covered in a veil of mystery, and there are lots of misconceptions about them.
Are they a company? A will? Or something entirely else?
How can trusts be used for tax planning?
Today we are covering some very important points about this useful tool for tax optimization, but also for wealth preservation.
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Пікірлер: 24

  • @I_am_ka
    @I_am_ka16 күн бұрын

    Indeed! Trust, NFFE's, Foundations are the best SPV's used. Like Foreign-Non Grantor + Directed for Trust, Unincorporated for Foundations etc. The 3 can fortify eachother as well. Boxes in boxes upstreaming to the top

  • @tiomoidofangle102
    @tiomoidofangle10216 күн бұрын

    These are things that very much need to be said and understood.

  • @dandel2
    @dandel216 күн бұрын

    Slight correction. In Australia: a trust company is a seperate legal device to a trust with a trustee company arrangement. Australia has both.

  • @lawrencehalpin6611
    @lawrencehalpin661115 күн бұрын

    I thought we were going to learn more. Kind regards.

  • @posumagic
    @posumagic15 күн бұрын

    TY for your vids. Would you please make a video on advice you’d give someone / small family escaping DV, ie how to relocate to another country safely quietly and quickly maybe change name assume had the money for new start safe away from danger or other threat model. You could help many with your unique expertise🙏🏼

  • @4ivar
    @4ivar16 күн бұрын

    Interesting! Never knew about this. I thought trusts were like a company

  • @gregbrothers7094
    @gregbrothers709416 күн бұрын

    How much $ needed to set up a trust in your point of view?

  • @blyat7276

    @blyat7276

    15 күн бұрын

    It depends on the complexity of your situation but you would need at least 30-40k$ to start a cook islands trust. Annually it could cost you close to 7-10k$ to keep it running

  • @znapgaming3485

    @znapgaming3485

    15 күн бұрын

    $$$$$

  • @jlp0
    @jlp015 күн бұрын

    I heard that one can avoid capital gains tax on stocks by using an IBC (international business company). You set up an IBC in a tax-free country, have the IBC open a brokerage account and transfer your personal stocks to the IBC’s brokerage account. Then when your IBC trades the stocks and realizes capital gains, it’s not taxed in that foreign country. You don’t even have to live in that foreign. Is this possible or is this just wishful thinking?

  • @Valerian_007
    @Valerian_00716 күн бұрын

    Great information! What would you say is the best places to live for someone looking to build wealth in the stock market through a holding company structure?

  • @JudgeCommitee-ck5wq

    @JudgeCommitee-ck5wq

    13 күн бұрын

    California has the best weather

  • @aayush-ex8nx
    @aayush-ex8nx16 күн бұрын

    Hey for a startup owner what are options except usa for better regulations and all since usa has already developed ecosystem.Pls name some? Also btw love ur videos

  • @plizak

    @plizak

    16 күн бұрын

    U.K. is a great place for a startup. Funding is eased by the SEIS/EIS tax relief scheme and London has a strong entrepreneurial ecosystem. Probably the third biggest behind California and New York.

  • @pjuliano9000
    @pjuliano900016 күн бұрын

    How much warrants having one? 3 million, 5 million, 10 million ....etc.

  • @300rivers4

    @300rivers4

    15 күн бұрын

    Anything you want to keep from the probate court (u.s.)

  • @ignoreme1141
    @ignoreme114115 күн бұрын

    What is “reasonable amount of wealth”????

  • @dht331

    @dht331

    6 күн бұрын

    I'd say anything over 100k you want to pass on after you depart from this life

  • @nonameanon9368
    @nonameanon936814 күн бұрын

    Trusts lol no thanks 1) All kinds of reoccurring "Fees" 2) Complex and convoluted language 3) Putting yourself at risk of possible misappropriation of funds I can go on and on lol